Untitled Document
   
Opal Financial's Investment Trends Summit

Investment Trends Summit

September 8-10, 2014
The Four Seasons, The Biltmore, Santa Barbara, CA
Add The Investment Trends Summit To Your Outlook Calendar
 
Register Now for the Investment Trends Summit
 
VIEW CURRENT AGENDA
(Agenda current as of 8-27-14)
  Conference Details:
 
Opal Financial Group's Investment Trends Summit will serve as an educational forum focused on analyzing trends for the future, as well as exploring ways to implement new strategies in particular investment plans. Speakers and attendees will discuss topics such as investor's perspectives, investment management theories, emerging market trends, socially responsible investing, venture capital investing, commodities and more.

As one of our Platinum Series Events, we have designed this investment trends conference to meet the needs of money managers, senior pension fund officers and trustees who prefer smaller, more structured programs. By limiting this event to select managers, participants will be able to more carefully examine a distinct set of topics specifically tailored to their interests.

 
  Topics to be discussed:
  • Investment styles & Strategies: What Should Investors be looking out for?
  • Challenges Investors are Facing
  • Absolute Returns: The Role of Hedge Funds What Asset Allocation Strategies work best?
  • Exciting opportunities in Co Investing The Emergence of the: "Manager of Managers" Model of Consultant/Investment Management in Public Pension Plans Trends in Real Estate Investing Globally Real Asset Manager Selection Alternative Investing
 
  Testimonials:
 
"I would recommend Opal Conferences to all Public Fund Trustees . Education is the key to our success in maintaining positive returns in a volatile market."
- -Gerald Garret, Trustee, Oklahoma Firefighters Pension & Retirement System
 
More Testimonials
 
  Past Industry Representation:
 
Chart I: Institutional Investors/Consultants vs. Money Managers and Service Providers

Chart II: Institutional Investors/Consultants
 
  Hotel Info:
 

The Four Seasons Resort is now SOLD OUT. Click here for additional lodging options.

The Four Seasons Resort,
The Biltmore

1260 Channel Drive
Santa Barbara, California, 93108

www.fourseasons.com/santabarbara
 
We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
 
Online Hotel Reservation
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.
 
  Conference Registration Prices:
 
  Earlybird Rate
(Expired 7/18/14)
Standard Rate
Asset Managers & Service Providers $1,995 $2,495
***Institutional End-Investors
(subject to qualification)
Complimentary
 
Registration price reflects $100 online discount
 
Register Now for the Investment Trends Summit
 
***Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Financial Group's approval. Eligibility will be verified
.
  Sponsorship, Exhibition & Speaking Opportunities
Call:
+1 212-532-9898 x 0
Email: info@opalgroup.net
 
  Executive Sponsors:
 
Doubleline PowerShares QQQ SteelCore Capitals Wealth Research Institute
 
  General Sponsors:
 
25 Capital Partners AFLG Investments Baron Capital Kutak Rock LEV InvestmentsTennenbaum Capital Partners LLC National Advisors Tortoise Capital Advisors UBS
 
  Media Partners:
 
2n20 AlHuda CIBEAllaboutrisk Alternative Emerging Investors Assetman Group Executive Briefing ATMonitor hedge fund search Absolut Research Carbon Credit Capital Commercial Mortgage Alert Covestor CVCA Daily Dac Events In America Focus Economics Forgotten Economy Global Banking Finance Review Hedge Connection Hedgeco.net Hedge Fund Alert HFObserver Fierce Finance IAI Review Institutional real estate Inc IntegriData Investors BeatLA Alternatives Lat AM Alternatives The Land Report Low TaxMarkets and Markets Micro Capital ACM Insight  PrivateBanking.com Realty 411 SATO Hillcrest Swiss Investor Directory True Banking
 
 
  Untitled Document
 
 
 
 
 
Opal's education and networking conferences, events and summits
  Upcoming Conferences   |   Past Conferences   |   Register   |   Sponsor Info   |   Policies
  Recommend a Speaker   |   Info Request   |   Sponsor Info Request  |  Become a Media Partner
Copyright 2011 Opal Financial Group Inc. All Rights Reserved. FAQ's   |   About Us   |   Privacy Statement   |   Mailing List   |   Contact Us  |   Employment